Valued Retirements, Inc. Schwab Strategic Tr Us Dividen Transaction History
Valued Retirements, Inc.
- $72.6 Billion
- Q3 2024
A detailed history of Valued Retirements, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valued Retirements, Inc. holds 4,773 shares of SCHD stock, worth $133,405. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,773Holding current value
$133,405% of portfolio
0.56%Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,853Shares Held
504MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$607 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio